This release focuses on the new capability to filter by Progress Milestones when generating Selections reports. A selection of new Progress filters have been added to help you monitor trends and optimise operations to manage any delays.

1. Job Details Page

Job Details is now accessible directly from the Pages menu (as well as remaining as a drill-through from the Engagement and Jobs pages).

2. Job Details: New Filters

Empower yourself with deeper information on job progress within certain periods of time. Use these new filters in combination to display jobs within a Progress Item range.

• A new Progress Item Complete filter allows you to limit results to jobs which have a completed date for the selected Progress Item(s).
• Limit the completed date range for item(s) selected in the Progress Item Complete filter by further filtering with Progress Item Complete Date.
• The Progress Item Incomplete filter allows you to limit to jobs which do not have a completed date for the selected Progress Item(s).

For instance, setting Progress Item Complete to Selections and Progress Item Incomplete to Lockup will show you all jobs that have completed Selections, but not Lockup. You might then add a date restriction to show Selections completed in a specific date range with the Progress Item Complete Date filter.

3. Job Details: Selection Detail

You can now right-click on a row in the table to drill-through to the Selection Detail for the job. To drill-through to the Selection Detail for all the jobs in the table, simply right-click in the Totals row.

4. Selection Detail Additions

Business Unit and Region have been added to the Selection Detail page.

5. Surveys and NPS

Additional job contacts have been added to the Surveys and NPS drill-through pages.

1. Emails — Image upload
We’ve continued to improve our Email editing functionality to save you time and give you the tools to rapidly produce rich email communications yourself! You can now upload your own images into both your Email Templates and within your Email Content. Enhance your messaging and deliver an excellent customer experience by easily updating banners and adding extra imagery within the body of emails. 

2. Emails — Copy image URL
Furthering our Email improvements, you’re now able to copy a selected image URL in both the Email Templates and Email Content areas.

3. Internal 3D — Internal 3D model area pre-definition
Internal 3D visualisations just became easier with the ability to pre-define Kitchen and Bathroom models independent of the Elevation model.

4. Bug fixes
Pricing – adding or editing a note on a price overridden selection no longer negates the override.
Pricing – The add price for Price Band now shows the correct house types.

Features: Question mark character for job-specific non-standard products, Job Details functionality improvements, Bulk actions

1. Selections — Question mark character available for upgrades/POA
You can now change any product to POA/Upgrade using the special “?” character, instead of needing to type in a dollar figure. This allows you to make things non-standard specific to this job. For example, if a client has a wall stack oven included, then change the 900mm upgrade option to be POA.

2. Job Details — Selection Name shown in Job Quants
The Selection name is now shown in the Selection Dimension Type screen in Job Quants.

3. Job Details — Copy Quants tick box
Copying Selections just got a lot more powerful; you can now copy all the Job Quants at the same time — projects just became even easier!

4. Selection Template — Bulk actions
We’ve introduced a handy new feature in Choice Edits in the Selection Template. If you need to edit several choices, you can now select them all at once (instead of one by one) and perform a Bulk Action to them all.

5. Messages – New status available In Messages, we have a new status of Pending Client Response available to select.

6. Selections – Icon and overlay for discontinued items
An icon and overlay for discontinued items are now shown in the clients’ Selections view for company users, (not visible to clients), improving customer experience by ensuring your Selection Consultants are aware of discontinued items in their selections meeting. This avoids the disappointment of having to make item re-selections later in the process.

7. Bug Fixes
Users – If you have an admin person assigned to a Business Unit, you can now edit their user account.

1. 3D Selections
Our navigation has been updated to include a new menu item “Home 3D” allowing you to quickly navigate to a 3D view. Home 3D navigation is only visible if you have 3D enabled.

Package Selections are now available in Internal 3D view, allowing clients to choose a pre-prepared Package and instantly view all its colours and items applied in 3D.

2. Job Contacts
Control the visibility of Contacts displayed by job stage within Settings. For example, show the Selections Consultant in the contacts area during the colours stage, then set the Supervisor to appear only during the Construction phase (all configurable in the settings area).

3. Job Listing
There’s a new filter in the jobs screen. Now you can list all jobs assigned to a contact on the job. For example, see all jobs assigned to a supervisor or project coordinator right from the job list screen.

4. Job Details
Under progress, there is a new button “Add new Progress Tasks.” If you’re manually running your Progress Updates to the client in Constructive, this allows you to add the latest tasks from your Progress Template to the individual job as you wish.

4. Bug Fixes
Job Details – Allow merging client with locked user account and unlock it automatically.

Reports – Fixed PDF generation for data with double quotes in page header.

Documents – Documents now open on mobiles.

Email Edit – Disabled Preview button when Email Template is not set.

Jobs Listing – Made Sales job stage to be considered as ‘Active’ by Selection Status.

1. Prices
Item Search now allows you to narrow your search by filtering items in specific Selections templates or all Selections templates.

We now support security access by Business Unit.

You can now search prices and price bands by item product code as well as product name.

2. Emails
You now have the ability to resend any email in job details.

We have a new alert indicator in the email contents rows to indicate when an email has no triggers assigned to it.

We can now enable special variables for job contacts in the signature of your emails so they can appear to come from different contacts — for example Prestart Consultant, Client Liaison, Construction Supervisor, etc.

There is a new checkbox to disable emails in job details.

3. Selection Templates
We now support security access by Business Unit.

Multiple items can now be pre-selected for the same specification.

4. Bug Fixes
IFC Processing: Fixed crash on processing models with empty objects.

Selection Templates: Fixed Price List extract. Show Unlocked Jobs in addition to Locked Jobs in the Deleted Items report.

Progress Emails: Ensure Send On Start is actioned when a job moves straight to complete. Send As – CC and BCC should use the role names as per the relevant settings. Use ‘From Role’, ‘CC Role’, ‘BCC Role’ when sending progress emails.

Photos: Facebook Share title and description fixed.

Selections: Next button now skips Notes in Selections.

Surveys: Fixed outbound survey link token substitution.

Items: Duplicate items warning now excludes deleted items.

1. Photos by Supervisor Report
A weekly report to management — customisable to arrive at a certain time and day of the week — showing new photos taken by individual supervisors.

2. Security User Restrictions
Restrict access to jobs for users in business units, franchises, or complex company structures.

3. Constructive API
Job integration now checks for duplicates in job dimensions and reports a validation error when duplicates are found.

4. Bug Fixes
Selections: A Selection deleted from the template now continues showing in its group, and in the right position for existing jobs.

Model Mapping: Company Admin access to Model Mapping screen fixed.

Surveys: Survey Monkey integration now correctly completes surveys even when Constructive has not been given permission to get survey answers.

Features: Split Registration Rate, Days to Client Registration, Page Views by Progress Completion and Module

1. Engagement Page

• You can now see a count of active jobs where no email has been sent to the client, and drill through to job details for deeper information.
• The Registration Rate for active jobs has been split into two measures: overall, and when an email has been sent to the client.
• Days to Client Registration has been updated to days between when the first email was sent to the client, and when the client registered. Job Creation Date is used in place of the first client email date if it is unavailable.
• Client Page Views by Module and Brand has been replaced with Page Views by Progress Completion and Module. This visual is designed to provide a view of how your clients are engaging with Constructive over the job life cycle. Job completion is calculated by counting the number of progress tasks completed at the page view date divided by the total number of tasks on the job.

2. Minor updates

• Survey Name filter added to the Surveys page.
• Top Items by Upgrade Price now takes price overrides into account.
• Added column First Client Email Sent On to Job Details table.
• Where child jobs do not have client details, the details are sourced from the parent job.

3. Bug fixes

• Discontinued Selections count on the Discontinued Item Selections page is now fixed.

Features: New Selections summary report

1. Selections Mood Board Reports
You now have the ability to generate a summary of Selections in an attractive, graphical Mood Board format. Display everything, or choose to filter the selections to just certain types.

2. Bug Fixes
Selections: When quantity is 0, now shows the price as Upgrade in Client View, My Selections and Report Layer.

Selections Report: Checkboxes to include priced items now use TotalCost rather than RelativePrice.

Client Dashboard: No longer shows client hidden task on progress tile.

Features: Net Promoter Score (NPS) Analysis and Additional Fields

1. NEW! Net Promoter Score (NPS) Analysis
In this release, we have introduced a new feature — Net Promoter Score (NPS). Within this new page, your NPS responses from Constructive surveys are available for analysis.

NPS is a powerful way to measure overall performance and reputation, while giving you context of your efforts through the eyes of your customers.

• See the overall percentage and count by Brand of responses which fall into each NPS category: Promoter, Passive and Detractor.
• See your NPS over the construction life cycle and by response date.
• Drill through to response detail.

2. Extra Fields
Additional fields have been added to the following pages:

Selections Detail – Supervisor, Selection Locked
Job Details drill through – Prestart Meeting Completed On, Selections Locked, Job Count

3. Report Filter Customisation (Advanced user feature)
The Filters panel is now enabled, allowing customisation of report filters.

Features: Selections Search, Hidden Items/Selections and New Message Statuses

1. Selections Search
Filter items by name or product code in the new Search field.

2. Selections Hidden Items Default
As a Company User, you can now see hidden items by default.

3. Hidden Items and Selections Reloading
When reloading Selections, manually hidden items and selections are preserved.

4. Message Statuses Update
NEW message statuses are now available: Waiting on Internal Team, Waiting on Customer, Waiting on Third Party, Pending. You can override these names to suit your internal processes.

5. Message Resolve Date
Constructive now stores the date that each message ticket is marked as resolved.

6. Bug Fixes
Progress template: Progress items order in Select Trigger Progress Items area is now corrected.

Progress template: When you create a new progress template item, it will now select a progress stage by default.

Features: My Selections Improvements and Selection Template Additional Functionality

1. My Selections – Report Layouts
When logged in as Builder, you can now see all Report Layouts from the My Selections tab in the client view.

2. My Selections – Scroll Position Remembered
Your scroll position is now remembered when you click to return to My Selections.

3. Selection Template – Hide Item URL
You can now hide the item URL from the Item Details screen via configuration in the Selections Template.

4. Selection Template – Show Selection Name
The Select Items screen now shows the Selection Name.

5. Bug Fixes
Dashboard: The Pre-Start appointment date is now time-zone aware.

Selections: Choices no longer duplicate when overriding a price and selecting an item at the same time.

Security: Fixed Access Denied error in the Items and Prices page when logged in as a Builder.

Features: New Documents Page and Job Details Drill Through Fields Additions

1. Documents Page
This release, we’ve introduced a new feature – Documents, giving you deep visibility into the documents uploaded to jobs in Constructive. Documents analysis can help you ensure compliance and approval paperwork is consistently being uploaded to jobs.

2. Documents Counts
You can now see counts of documents added in the last 30 days and active jobs that have no documents uploaded.

3. Documents Detail 
Drill through to Job Details from Active Jobs with no Documents. See Documents per job by Brand and Contract Admin and the Document count over time.

4. Document Counts per Contract Admin
Drill through from a Contract Admin to Job Document Details to view the document count for each job they are assigned to. Click the Job Link to see the job in the Constructive admin portal.

5. Other Features Added
Additional fields Job Status, Sales Person and Job Link have been added to the Job Details drill through page.

Tip!
Unsure of the content on a report page? Simply hover over the info icon ⓘ in the top right of each page to see the page definitions.

Features: Email Template Editability, Dashboard Announcement Text Area, 3D Objects, Model Mapping & Survey Features

1. Email Template Editable Content
You can now manage the content of email templates yourself! Easily update the text of your progress milestones and other emails as required, preview the format and send yourself a test email to confirm you’re happy with the changes. Create new emails by copying previous email templates and updating the content via the HTML editor.

2. Dashboard Announcement Text Area
You can now create HTML supported text announcements to display at the top of all client dashboards, a great place for a welcome message or announcements you want to highlight.

3. 3D Object Highlighting
Our External 3D rendering has been enhanced to super accurately highlight objects in the Model edit screen. Easily identify objects on the models for selection requirements.

4. Model Mapping
When processing a 3D Model, you can now manage the Model Mapping integration yourself.

5. Survey Features
Survey Monkey integration is now supported and you can now store clients’ answers for NPS questions.

6. Registration Email
You now have the ability to trigger a Registration Email, separate to a Registration Reminder Email.

7. Bug Fixes
Messages: We have resolved small issues around messages in email replies, setting the target job upon message opening and resolved/unresolved status functionality.

Message import: When messages are imported through the integration, new lines are shown in your user interface.

3D: You can now successfully switch between jobs in Selections without breaking the 3D model navigation, single garage doors now display correctly as well as some general model display fixes.

User avatars: now display at the correct size after cropping.

Job Selection choices: We have now prevented choices duplication.

Integration: Photo Import API. .exe and .dll files are now blocked from uploading.

Customer name in sidebar: When logged in as a company user, customer name now displays in the sidebar.

Job details: Saving a job now saves contact user phone correctly without duplication. ‘Sending Password Reset link’ modal window now shows the user email where the link will be sent.

Notifications: Fixes around regular notifications for not-registered users.

Features: Preselected Choice Editing Screens

1. Preselected Choice Editing
An early Christmas present, we’ve now upgraded the Selection Template Edit Screens to allow you to control the preselected choices.

You can nominate the preselected choice to be loaded on selections creation by specification and optionally for specific areas of the house (the default is for all areas). If editing preselections, please check with your Customer Success Manager to ensure that preselections are turned on for you.

2. Selection Reports of Only Upgrade Items
When generating reports from the Job details screen, you will now be prompted to either leave all price categories ticked or remove the pricing categories you don’t want to show on the reports. This is really useful to print off a list of only priced items as a backing sheet to a variation. 

Please note to generate the reports exactly like you do now please just leave all tick boxes ticked.

3. Small Bugfixes
We’ve resolved several small bugs around preselections and duplicates, as well as rare conditions of duplicate selections made.

Features: Help System, Multiple Email Address Per Client, Email Status Notifications, Job Cancelled actions and hidden progress stages

1. Help system
It may be a small icon, but it will provide a lot of power. If you’re a company administrator you will now see a helpdesk icon in the bottom right of the admin pages.

This will bring up a list of the most useful articles and then you can search the knowledge base and create support tickets directly from the help desk widget.

2. Job Cancelled Action
You can now configure clients to be automatically locked out of the customer portal or online colour selections if their job moves to the cancelled status. This can also trigger an automatic email to the client. If you want to set this up please talk to you Client Success Manager.

3. Email Status Notifications
We now track every action of the emails sent outbound from the customer portal. You can now see when the email was delivered and then opened by the client. Equally, if the email address is incorrect or the email bounced then we can alert your staff via a notification email, to ensure nothing slips through the cracks. Please contact your Client Success Manager to ensure this is set up for your company and it is going to the right place.

4. Multiple Client Email Addresses
You can now manually configure client user accounts to have ‘secondary’ email addresses that receive all the same email notifications. Just edit the specific user account and add in the secondary email addresses.

5. Client Hidden Progress Items -> Trigger Progress Emails & Surveys
Often we get asked to trigger automatic progress emails or customer surveys based on tasks the client shouldn’t see. Now we can do this via client hidden progress tasks.

6. Selections Group by Area/Room
Last but by no means least, we can now optionally show a switch to group selections by areas first, and then by selection group. This means you can choose to do selections room by room or by Selection Group – your choice!

Features: 3D Landscapes, 3D Selection Highlighting and 3D Selections Pop up

1. 3D Landscapes
We’ve been bringing jobs to life with their working drawings for some time now, but now we’ve taken the further step of putting the houses in a more beautiful context. You can now add preconfigured landscapes to the 3D models to show of the clients home in all it’s glory.

On the model edit screen (see the new menu in the admin screen called 3D) you now have a drop-down to select from a list of landscapes. In the Model edit screen, we’ve done a lot of work to bring the experience in line with what the client will see. So no surprises, you’ll see shadowing, garage doors, and entry doors as the client sees them, no need now to jump to the client-side to do final verification.

2. 3D Selection Highlighting
Obviously being housing geeks we know what a finial or barge & scribes are, but the clients find this much more difficult, now when putting your mouse over a surface (e.g. roof cover) it highlights the relevant bits that the selection covers. Simple but very effective. Again we have applied this to the Model edit screen as well.

3. 3D Selection Toggle Button
A much wished-for option to avoid the need to go back out of 3D view to ‘unselect’ something. You can now just click a second time on a choice in 3D view to unselect it. Simple!

4. 3D Selections Pop Up Menu
When clicking on an area where two or more different choices can be made, it will now pop up a menu to allow you to go to the relevant selection. This is awesome!

5. 3D Optimisations
There has been a massive amount of work under the hood optimising the 3D view and the way we get 3D models into Constructive, all of which you won’t see, but trust us it was worth it!

Features: Suggested Items Improvements and Projects Job Configuration

1. Suggested Items Improvements
We are extremely excited to be able to bring you a new and improved way of suggesting your new items for us to create in the product library.

We take great pride in offering the free service of maintaining our huge product library, ensuring the highest quality of images and information, so you don’t have to!

Our new function will allow for these items to be suggested directly from your selection template and create a “placeholder” until the item is approved. This will save you time on going back into your template once the item is approved and adding it back in! You can also price the items, while they are in this “Pending” status, reducing the amount of back and forth you need to complete within your template.

Please see link to our knowledge-based article to take you step by step through this new and improved process: How to Suggest New Items

2. Projects Job Configuration
We’ve now enhanced the job details screen to include the ability to configure parent jobs directly from within Constructive.

Features: 3D Speed Improvements, Rotation Configuration and further enhanced selections print offs

1. 3D Speed Improvements and Configurable Rotation limits
We’ve done some under the hood improvements to the 3D visualisation to improve the performance. This lays the foundations for some good improvements to the 3D view to come.

We’ve also made the view of the house model more configurable, by allowing you to control how high, or how far around the model you allow your clients to rotate. You can change this setting in Settings (Selections->3D).

2. Enhanced Selections Print Options
Constructive is now a fully fledged addenda/selections system, allowing the generation of contract/tender selections print offs, which will ignore any client selections made to date (thus allowing you to give selections to the client at deposit or even pre-deposit stage). This was an important enhancement to ensure you can still give the great engagement tool to the client as early as you like, but still have paperwork integrity.

Combine this with previous improvements in product pre selections based on specification, default wording if no selection has been made (e.g. ‘To Be Selected from builders standard range’), ability to generate different print offs from the same selection information and you’ve got a system that covers the entire lifecycle of the selections write up process.

If you want to talk about extending Online Selections with the Addenda/Selections Write up bolt-on then please contact James Salt to discuss further. 

Features: Job Emails, 3D Package Notifications, Locking Packages, Sell Price Visibility, Slab Supervisor and Sales Admin Roles and Job Elevation

1. Job Emails
One of the most requested features is the ability to see the complete history of emails that have been sent to the client. We have now added the Emails tab on the Job Details screen to show these emails.

Each email is displayed in full, with a visible indicator of status (green means sent successfully).

All customer portal activity update emails, customer survey requests and progress tasks completion emails will show in this tab.

Please note this will only show new emails as from June 10th, for traceback further than this please create a support ticket.

2. Packages 3D Selection notification changes
Packages are an awesome way of giving your expertise to your client at home. Create colour schemes and your client can start working from something that looks good on the 3D model. We’ve adjusted the notifications so that it no longer gives an ‘error’ message if not all of the package items are visualised on the 3D, and if a package contains two options for the same selection it will not tell the client that the visualisation won’t be updated until a selection has been made (e.g. choice of standard brick or upgrade brick within the same package)

3. Locking Packages
There is a new option on a package selection, that will stop the client being able to select a choice outside of the package choices. This enables you to setup prescriptive selections that you know the client cannot choose outside of.

4. Sell Price Visibility
We can now control at which point clients see sell pricing. Independent to this your internal staff will still see the pricing. This could enable Sales Consultants, Selections Consultants or Contract Admins to have the power of the pricing, but not display this to the client. This can be useful for selections prior to deposit taken. This can be controlled on a job by job basis via the Client Visible Prices tick box.

5. Job Contacts – Sales Admin and Slab Supervisor
We’ve added two additional job roles. To add these to your jobs either directly assign the users in the Job Contacts tab, or request the change to your integration to pull this information through on to your customer portal.

6. Job Details – Elevation
A new field of ‘Elevation’ has been added to the Selections tab of the job details page. This is available to pull through on to any of the selection reports.

We can now prepare selections without it being visible to already registered users. This will allow you to prepare the selections in terms of job quantities (what is in the job), pre-selected items (selected during sales) and non-applicable selections (due to specific plan details). 

When you’re ready then tick the selections visible tick box to then trigger the selections available email to go to the client.

We can also control what the default is when integrating/creating jobs in Constructive so that Constructive Online 3D Selections fits with your business process seamlessly.

This works hand in hand with the 3D Client visible switch we introduced in the last release, allowing you more control of what is presented to the clients.

Features: Text Searchable Choices, User Entry Choices, Choices requiring notes, Preselected Choices, Progress Documents and much more!

1. Text Searchable Choices
To enable colour/prestart consultants to write up the colour selections as quickly as possible we have added the ability to select items directly in the My Selections listing screen. Not only that but also you can use the inbuilt text search to quickly find that specific colour.

Please note this is only available if you have the Addenda Module, and then only to Selection consultant role users.

2. Preselected Choices – Standard Items
The majority of selections are not customer choices and don’t change job to job. We now have the facility to pre-select choices without any manual work per job. This makes the selections write up much quicker.

Please note this is only available if you have the Addenda Module.

3. Custom Choices
Not every choice in selections is a product or needs an image. We have now added the ability to add a custom choice to any selection which is not a full blown item. It won’t have a price or an image, but it allows you those more ad-hoc type selection types.

Please note this is only available if you have the Addenda Module.

4. Default no item Selected Text by Report Layout
When printing off selections that are partially completed you want to display specific text e.g. ‘To be selected from builders standard range’ or similar. We now can do this specific to a report layout (e.g. Contract Addenda or specification sheet) and specification level. This will massively reduce duplication of effort allowing multiple uses for the selections template.

Please note this is only available if you have the Addenda Module.

5. Progress Documents
You can now configure documents to be auto-added to any job (based on brand, business unit and/or region) when progress tasks are completed. This is configured in the admin section under Documents->Shared Documents. This now makes it easy to manage all your standard literature and resources and delivers it to the clients at the relevant point in the process.

6. Client Visible 3D Checkbox
To allow for visible checking of per job 3D models we’ve added the ability to have 3D hidden from the client, but still visible by your company users, selections consultants etc. This allows for checking of the 3D model prior to providing to the client.

During integration, this can be defaulted to hidden or shown automatically.

7. Choices Requiring Notes
Some choices require additional notes, so we’ve now added a tick box to any choice to allow you to decide at a template level which choices have to have a note added on selection. No longer do we need specific items created in the library to require notes.